The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
ALLSTATE CORPCOM0200021018,24575,000SH DFND1,275,00000
ARES CAPITAL CORPCOM04010L1032,111125,000SH DFND1,2125,00000
CITIGROUP INCCOM NEW17296742433,272539,600SHCallDFND1,2539,60000
CORECIVIC INCCOM21871N1016,5501,000,000SH DFND1,21,000,00000
DESIGNER BRANDS INCCL A2505651086,885900,000SH DFND1,2900,00000
DISCOVERY INCCOM SER A25470F1047,523250,000SH DFND1,2250,00000
GEO GROUP INC NEWCOM36162J1067,488845,152SH DFND1,2845,15200
HOLLYFRONTIER CORPCOM4361061086,463250,000SH DFND1,2250,00000
INGLES MKTS INCCL A4570301044,753111,415SH DFND1,2111,41500
KIMBALL INTL INCCL B4942741035,975500,000SH DFND1,2500,00000
KRAFT HEINZ COCOM50075410620,439589,700SHCallDFND1,2589,70000
LUMEN TECHNOLOGIES INCCOM15670010611,2131,150,000SH DFND1,21,150,00000
MOLSON COORS BEVERAGE COCL B60871R2096,779150,000SH DFND1,2150,00000
MSG NETWORK INCCL A5535731065,085345,000SH DFND1,2345,00000
NOW INCCOM67011P10010,7701,500,000SH DFND1,21,500,00000
PFIZER INCCOM71708110331,079844,300SHCallDFND1,2844,30000
QURATE RETAIL INCCOM SER A74915M1007,679700,000SH DFND1,2700,00000
RPT REALTYSH BEN INT74971D1018,6501,000,000SH DFND1,21,000,00000
SUNCOKE ENERGY INCCOM86722A1033,376776,177SH DFND1,2776,17700
UNITI GROUP INCCOM91325V1088,504725,000SH DFND1,2725,00000
URSTADT BIDDLE PPTYS INCCL A9172862056,005425,000SH DFND1,2425,00000
WELLS FARGO CO NEWCOM9497461017,545250,000SH DFND1,2250,00000
WESTERN DIGITAL CORP.COM9581021058,309150,000SH DFND1,2150,00000